UBS Financial Services, Inc. - Billy Flanagan, Financial Advisor
301 Commerce Street Suite 2800
Fort Worth, TX 76102
Phone: 817-810-2905; 800-441-8000
Email:
Website: Click Here

I graduated from Texas A&M University in 1991 and am recognized by the College for Financial Planning as an Accredited Asset Management Specialist, AAMS. My practice is dedicated to using a consultative approach to provide individuals, families and businesses with "best in class" investment and retirement planning solutions.

Whether your focus is on the accumulation, preservation, or transfer of wealth, or combinations of the three, I can leverage the global resources of UBS* to develop a sophisticated, customized financial plan to address all of your financial planning+ needs. Below is a sample of the resources at my disposal:

Alternative investments, professional money management services, lending solutions

Retirement planning, fixed income securities, tax planning strategies**

Estate planning strategies**, philanthropy and gifting strategies**, trust services

UBS provides wealth management services to U.S. clients. This includes both investment advisory and brokerage services. By understanding your concerns, I can design a plan to help you make appropriate financial decisions for today and tomorrow.

+Financial Planning services are provided in our capacity as registered investment advisor representatives.

*UBS Financial Services Inc. is a subsidiary of UBS AG

**Neither UBS Financial Services Inc. nor its employees provide tax or legal advice. You must consult with your attorney and tax advisors regarding your personal circumstances.

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